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I’m a cautious man, always have been. A bit of a slow study, some might say. I don’t rush into things just because they’re new and shiny. I like to watch the dust settle, see what’s left standing. It took me a while to look closely at these artificial intelligence companies, but I’ve seen enough now to know this isn’t just a passing fancy. It’s a reshaping of things, a slow, relentless tide coming in.

Broadcom, a name less sung, has quietly offered a different tale. A harvest reported, not in boasts, but in solid yields. They’ve shown the demand isn’t fading; it’s deepening, spreading like roots beneath the surface.

They’re currently hovering around $1.6 trillion. A respectable sum, yes, but not enough to buy a decent island nation. Not yet. But the groundwork is laid. Zuckerberg, that pale, reptilian genius, has built an empire on the backs of billions of digital serfs. A captive audience. A screaming, scrolling, endlessly-refreshing mass of humanity. And he’s weaponizing it. With AI. Of course. What else?

If one were to seek a harbor in this unsettled sea, a place to anchor a modest sum – a thousand dollars, perhaps – I would suggest looking not at the restless waves of growth stocks, but at the quiet strength of those who provide the daily bread. The companies that understand the rhythm of life, the unyielding demand for the simple things.

Now, Rigetti isn’t exactly printing money, folks. They’re building these…quantum whatchamacallits…with zero resistance when cooled to temperatures colder than my ex-wife’s heart. And they’re losing a fortune doing it! Minimal revenue, heavy losses, cash flowing out faster than water from a sieve. It’s a beautiful disaster! They claim they’re on the path to profitability, but let me tell you, the path is paved with wishful thinking and the tears of investors.

Recently, however, a modest upturn. A mere 11% gain in the last month. Which, in the grand scheme of things, is roughly equivalent to finding a slightly less dented can of beans in a post-apocalyptic supermarket. But, progress is progress, even if it’s measured in statistically insignificant increments. (One must always remember that statistics are merely the art of telling convincing lies with numbers. A skill honed over millennia by politicians and actuaries.)

But here’s the curious thing. Unlike some of these other companies chasin’ the AI dream, Nvidia ain’t content to just let its stock price climb to the heavens. Oh no, they’ve been busy splitin’ their stock like a woodcutter in a hurry. Twice in the last five years, mind you, tryin’ to keep those shares affordable. And now, with the price up a good fifty percent since the last split, folks are wonderin’ if another one’s comin’. Let’s unravel this little mystery, shall we?

Investors, predictably, reacted with the subtle grace of a startled wombat. Despite the respectable sales figures, concerns arose regarding costs and, more significantly, the projected capital expenditure (capex) for the coming year. Amazon intends to spend approximately $200 billion. This isn’t just money; it’s a commitment to building out its artificial intelligence infrastructure and pursuing other, as yet vaguely defined, “growth bets.” (One suspects a significant portion will be devoted to figuring out how to deliver packages via trained pigeons, but that’s just a theory.)

According to a filing of the 17th of February, 2026 – dates, my dear reader, are so dreadfully pedestrian, but necessary – Apis has augmented its holdings in Turning Point by a not inconsiderable 106,948 shares. A mere $10.46 million, you say? A trifle, perhaps, for those who haven’t grasped the exquisite pleasure of a well-placed wager. The quarter’s conclusion finds their stake increased by $12.14 million, a testament to both their enthusiasm and the stock’s capricious dance.